Stake of local institutions in Indian cos hits new highDomestic institutions have reached an all-time high ownership of 18.72% in Indian firms, surpassing foreign investors whose stake fell to a...
09 Feb, 2026, 06.27 AM IST
Nifty at record high but midcaps lag: Rupen Rajguru reveals the smartest sectors to buy nowIndian markets are consolidating even as the Nifty hits fresh highs, with midcaps and smallcaps still lagging. Julius Baer’s Rupen Rajguru ...
02 Dec, 2025, 05.03 PM IST
Diwali bonanza from GST panel! Market may rally further on resolution on tariff front, says Julius Baer’s Rupen RajguruFollowing the GST Council meeting, Julius Baer's Rupen Rajguru anticipates a potential market rally driven by tax cuts and tariff resolutio...
04 Sep, 2025, 10.22 AM IST
India on a strong macro footing despite global chaos: Rupen RajguruRupen Rajguru of Julius Baer suggests India's economic outlook is positive. Government and banks' balance sheets are healthy. Earnings grow...
04 Jul, 2025, 10.36 AM IST
US dollar declining, global markets decoupling from the US market: Rupen RajguruRupen Rajguru suggests a global market decoupling from the US due to trade shifts and a weakening dollar. Emerging markets like Europe, Bra...
01 May, 2025, 12.23 PM IST
FY26 is going to be significantly better from an earnings perspective vis-a-vis FY25: Rupen RajguruRupen Rajguru, Senior Advisor at Julius Baer, discusses the gradual market recovery and improved sentiment due to a weakening dollar. He no...
24 Mar, 2025, 09.00 AM IST
Private Banks, IT poised for revival; cement sector to emerge as a dark horse: Rupen RajguruSo, in the near to medium term, we expect market to consolidate and probably we are at 24,000-24,100 level, which is kind of the fair value...
28 Nov, 2024, 02.15 PM IST
All dips are getting bought into; be cautious in PSU segment: Rupen RajguruRupen Rajguru, MD & Senior Advisor at Julius Baer India, shares insights on the market frothiness, positive investor sentiment, and changin...
03 Mar, 2024, 09.00 AM IST
Smallcap funds keeping Rs 28,000 crore in cash and largecap stocks. What's wrong?At the end of October-month, largecap holding in smallcap schemes rose to Rs 12,470 crore, which is 6.3% of total assets under management (...
01 Dec, 2023, 09.17 AM IST
ETMarkets Smart Talk: India remains expensive vs EMs but could still attract higher global flows: Rupen Rajguru, Julius Baer India"Valuations, after very muted market returns and strong earnings growth over the past two years, have also turned reasonable, moving closer...
30 Nov, 2023, 10.16 AM IST
ETMarkets Smart Talk: We are currently in a VUCA world, says Rupen Rajguru of Julius Baer India"We are currently in a VUCA (Volatile, Uncertain, Complex, Ambiguous) world with too many developments happening globally. While the world ...
31 May, 2022, 09.03 AM IST
A billion dollars a day! FII sell-off worse than the 2008 crisisThe current exodus has hit a record, exceeding the foreign outflows seen during the 2008 global financial crisis, according to Bloomberg In...
10 Mar, 2022, 01.12 PM IST
Alarm bells! One out of every 3 debutants of 2021 trading below listing priceBSE’s IPO index is set for worst month since March 2020
25 Jan, 2022, 11.23 AM IST
IPO listing scorecard in August: 5 winners and 5 losersEuphoric performance of IPOs during 2020 and in the first eight months of this year also had its fallout. Oversupply, fall in quality, and ...
02 Sep, 2021, 11.35 AM IST
Rupee makes U-turn, settles 27 paise higher at 74.61 against USDAt the interbank forex market, the domestic currency witnessed heavy volatility. The local unit opened weak at 74.93 a dollar and touched a...
20 Jul, 2021, 04.15 PM IST
ICICI Group stocks go one up on HDFC peers in analysts’ pecking orderPerformance wise, ICICI Group stocks have outdone their peers at HDFC by a wide margin. For this calendar, shares of ICICI Group have retur...
05 Jul, 2021, 08.58 AM IST
IPO pie set to grow bigger as over a dozen financial services players line up Rs 55,000 crore issuesIf Paytm's Rs 22,000 crore IPO issue materialises, it will be the largest IPO ever in the country, eclipsing the hitherto largest issue -- ...
13 Jun, 2021, 05.12 PM IST